Philanthropic Advising

  • Review all reports from grantees.
  • Monitor the status and results of approved grants.
  • Establish a solid relationship with grant recipients:

    • Support them in goal setting for the year
    • Monitor progress through site visits, phone calls, etc.
    • Guide them in preparation of reports and evaluation
    • Connect them to high-quality services and partner organizations
  • Provide reports to the Board of Directors on results and status.
  • Prepare official “board books” for grant review and records.
  • Maintain database of all grants awarded.
  • Establish and cultivate collaborations with other philanthropic institutions.
  • Participate in professional networks to enhance grant making impact.